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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,554 | $75,962-61.1% | $154,111-80.8% | $64,173-53.9% |
| Participation rate | 20.0% | 70.4%-50.4pp | 83.0%-63.0pp | 69.6%-49.6pp |
| Annual return | -6.90% | 30.32%-37.2pp | 735.18%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $936 | $3,175-70.5% | $5,081-81.6% | $3,470-73.0% |
| Admin fee / account holder | $3,793 | $5,589-32.1% | $13,411-71.7% | $4,887-22.4% |